401k Plan data: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH plan

DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 401k Plan overview

Plan Name	DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH
Plan identification number	002

DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVID L. HAMEL, D.D.S., P.A. has sponsored the creation of one or more 401k plans.

Company Name: DAVID L. HAMEL, D.D.S., P.A.

Employer identification number (EIN): 480952328

NAIC Classification: 621210
NAIC Description: Offices of Dentists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 DAVID L. HAMEL, D.D.S., P.A. 2016-08-30
002 2014-01-01 DAVID L. HAMEL, D.D.S., P.A. 2015-06-16
002 2013-01-01 DAVID L. HAMEL, D.D.S., P.A. 2014-05-14
002 2012-01-01 DAVID L. HAMEL, D.D.S., P.A. 2013-05-09

Plan Statistics for DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH

401k plan membership statisitcs for DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH

Measure Date Value
2018: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2018 401k membership
Market value of plan assets 2018-12-31 611,460
Acturial value of plan assets 2018-12-31 611,460
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 2
Fundng target for terminated vested participants 2018-12-31 456,495
Active participant vested funding target 2018-12-31 18,775
Number of active participants 2018-12-31 7
Total funding liabilities for active participants 2018-12-31 18,775
Total participant count 2018-12-31 9
Total funding target for all participants 2018-12-31 475,270
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 19,949
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 19,949
Present value of excess contributions 2018-12-31 181,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 181,773
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 21,671
Total employer contributions 2018-12-31 246,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 242,975
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 370,770
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 257,538
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 22,958
Additional cash requirement 2018-12-31 234,580
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 242,975
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2017 401k membership
Market value of plan assets 2017-12-31 431,312
Acturial value of plan assets 2017-12-31 431,312
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 1
Fundng target for terminated vested participants 2017-12-31 5,896
Active participant vested funding target 2017-12-31 382,066
Number of active participants 2017-12-31 7
Total funding liabilities for active participants 2017-12-31 382,066
Total participant count 2017-12-31 8
Total funding target for all participants 2017-12-31 387,962
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 18,623
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 18,623
Present value of excess contributions 2017-12-31 11,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 11,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 19,949
Total employer contributions 2017-12-31 231,316
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 230,161
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 70,592
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 48,388
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 48,388
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 230,161
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2016 401k membership
Market value of plan assets 2016-12-31 311,789
Acturial value of plan assets 2016-12-31 311,789
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 3,769
Active participant vested funding target 2016-12-31 300,372
Number of active participants 2016-12-31 8
Total funding liabilities for active participants 2016-12-31 300,372
Total participant count 2016-12-31 9
Total funding target for all participants 2016-12-31 304,141
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 19,306
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 19,306
Present value of excess contributions 2016-12-31 13,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 13,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 18,623
Total employer contributions 2016-12-31 90,000
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 88,787
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 70,625
Net shortfall amortization installment of oustanding balance 2016-12-31 33,768
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 76,944
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 76,944
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 88,787
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2018: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2018 401k membership
Market value of plan assets	2018-12-31	611,460
Acturial value of plan assets	2018-12-31	611,460
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	2
Fundng target for terminated vested participants	2018-12-31	456,495
Active participant vested funding target	2018-12-31	18,775
Number of active participants	2018-12-31	7
Total funding liabilities for active participants	2018-12-31	18,775
Total participant count	2018-12-31	9
Total funding target for all participants	2018-12-31	475,270
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	19,949
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	19,949
Present value of excess contributions	2018-12-31	181,773
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	181,773
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	21,671
Total employer contributions	2018-12-31	246,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	242,975
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	370,770
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	257,538
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	22,958
Additional cash requirement	2018-12-31	234,580
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	242,975
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2017 401k membership
Market value of plan assets	2017-12-31	431,312
Acturial value of plan assets	2017-12-31	431,312
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	5,896
Active participant vested funding target	2017-12-31	382,066
Number of active participants	2017-12-31	7
Total funding liabilities for active participants	2017-12-31	382,066
Total participant count	2017-12-31	8
Total funding target for all participants	2017-12-31	387,962
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	18,623
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	18,623
Present value of excess contributions	2017-12-31	11,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	11,843
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	19,949
Total employer contributions	2017-12-31	231,316
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	230,161
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	70,592
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	48,388
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	48,388
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	230,161
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: DAVID L. HAMEL, D.D.S., P.A. DEFINED BENEFIT CASH 2016 401k membership
Market value of plan assets	2016-12-31	311,789
Acturial value of plan assets	2016-12-31	311,789
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	3,769
Active participant vested funding target	2016-12-31	300,372
Number of active participants	2016-12-31	8
Total funding liabilities for active participants	2016-12-31	300,372
Total participant count	2016-12-31	9
Total funding target for all participants	2016-12-31	304,141
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	19,306
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	19,306
Present value of excess contributions	2016-12-31	13,610
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	13,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	18,623
Total employer contributions	2016-12-31	90,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	88,787
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	70,625
Net shortfall amortization installment of oustanding balance	2016-12-31	33,768
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	76,944
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	76,944
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	88,787
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	DAVID L. HAMEL, D.D.S., P.A.
Employer identification number (EIN):	480952328
NAIC Classification:	621210
NAIC Description:	Offices of Dentists

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	DAVID L. HAMEL, D.D.S., P.A.	2016-08-30
002	2014-01-01	DAVID L. HAMEL, D.D.S., P.A.	2015-06-16
002	2013-01-01	DAVID L. HAMEL, D.D.S., P.A.	2014-05-14
002	2012-01-01	DAVID L. HAMEL, D.D.S., P.A.	2013-05-09